The energy security of AI data centers is facing a "long-term shortage" dilemma. The industry is encountering a delicate situation: turbine suppliers' delivery cycles have been extended to 2028 and beyond, while demand-side forecasts for load growth still carry significant uncertainty. More challenging is that the specific site selection for data centers has not been clarified within three years, and construction costs continue to rise. This combination of multiple variables presents substantial risks to investors. On one hand, companies find it difficult to lock in a definite delivery schedule; on the other hand, the cost pressures during the early planning stage conflict with the uncertainty of long-term returns. Bottlenecks in energy infrastructure are becoming a key factor restricting the expansion of AI infrastructure, warranting close attention from all parties in the industry chain.